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Connect your account, then chat with AI to run tools.
Planhat is a customer success platform designed to help businesses manage and optimize customer relationships, analyze data, and drive growth. It provides tools for onboarding, tracking customer health, and ensuring client retention.
You’ll sign in to MCPBundles when your client connects.
https://mcp.mcpbundles.com/bundle/planhatThis server needs a sign-in. MCPBundles handles that setup once — then chat here with saved access and a log of what ran.
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Domain knowledge for Planhat — workflow patterns, data models, and gotchas for your AI agent.
Planhat is a customer success platform designed to help businesses manage and optimize customer relationships, analyze data, and drive growth. It provides tools for onboarding, tracking customer health, and ensuring client retention.
Planhat List
Planhat List Assets
planhat_list_assetsRetrieve a list of all customer assets, providing insights into their value and status. Use this tool to manage and keep track of assets assigned to clients. Returns asset details, including asset type and associated company information.
Open in StudioConnect Planhat to any MCP client in minutes
Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.
Browse all toolsPlanhat is a customer success platform designed to help businesses manage and optimize customer relationships, analyze data, and drive growth. It provides tools for onboarding, tracking customer health, and ensuring client retention. It provides 17 tools that AI agents can use through the Model Context Protocol (MCP).
Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/planhat. Authentication is handled automatically.
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Planhat provides 17 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
Planhat uses API Key or One-click sign in. Planhat requires credentials. Connect via MCPBundles and authentication is handled automatically.
MCPBundles is an independent platform built on the open Model Context Protocol standard. Not affiliated with Anthropic PBC or Claude.
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